VP, Strategy & Operations — Data Risk & Client Engagement

Morgan Stanley

New York (NY)

On-site

USD 180,000 - 300,000

Full time

14 days+

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Job summary

Morgan Stanley's Wealth Management Chief Data Office seeks a Vice President to lead Strategy and Operations, overseeing budget, resourcing, space, talent development, and special projects that benefit the entire team. The role also covers client engagement and cybersecurity marketing efforts.

The successful candidate will oversee engagements with SMEs, clients, and advisors, develop materials to mitigate data risk, manage budgets, and support recruiting and mentorship programs to advance the

Qualifications

  • Bachelor’s degree required.
  • 7-12 years of relevant experience.
  • Excellent written and verbal communication skills.
  • Comfort challenging and escalating risks and decisions.
  • Prior management experience.

Responsibilities

  • Oversee a team coordinating engagements between WM CDO SMEs with UHNW clients/prospects and financial advisors.
  • Oversee creation and dissemination of educational and marketing materials to reduce data risk.
  • Manage WM CDO’s overall non-comp budget (consulting, travel, training, etc.).
  • Serve as the point person for all WM CDO external consulting engagements.
  • Support hiring managers in recruitment activities and provide pipeline insights.
  • Ensure new hires understand the CDO mission and their roles.
  • Facilitate touchpoints and communications to align team objectives.
  • Drive WM CDO mentorship to grow network within CDO.

Skills

Leadership
Budget management
Team management
Stakeholder management
Communication
Strategic planning
Risk management
Recruiting & hiring
Mentorship

Education

Bachelor’s degree

Job description

Morgan Stanley's Wealth Management Chief Data Office seeks a Vice President to lead Strategy and Operations, overseeing budget, resourcing, space, talent development, and special projects that benefit the entire team. The role also covers client engagement and cybersecurity marketing efforts.

The successful candidate will oversee engagements with SMEs, clients, and advisors, develop materials to mitigate data risk, manage budgets, and support recruiting and mentorship programs to advance the

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